test

Kyle Bubeck

@Truemark Investments, Llc

Latest period2024 - Q3ReportedManaged Assets$311.643MTotal holdings239
Assets growth rate6.55%Assets growth rate (2-Q avg)87.47%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Truemark Investments, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 239 positions.

Assets under management

The assets under management (AUM) of Truemark Investments, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 311.643M in assets, with a quarterly growth rate of 6.55% and a 2-quarter average growth rate of 87.47%. The portfolio is managed by Kyle Bubeck, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BUJABukit Jalil Gbl Acquisition
Recent Activity
Exited
0%
$211,500
19,934 shares@ $10.62 avg price
NBSTNewbury Street Acquisitn Cor
Recent Activity
Exited
0%
$200,618
18,238 shares@ $11.0 avg price
GPATUGp-act Iii Acquisition Corp
Recent Activity
Exited
0%
$178,200
17,749 shares@ $10.05 avg price
SWBISmith & Wesson Brands Inc
Recent Activity
Exited
0%
$148,720
10,371 shares@ $14.34 avg price
6544⤦99 Acquisition Group Inc
Recent Activity
Exited
0%
$5,850
21,667 shares@ $0.27 avg price
6544⤦99 Acquisition Group Inc
Recent Activity
Exited
0%
$715
21,667 shares@ $0.04 avg price